Lake Hills Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$29M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$16M |
| 3 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$12.3M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$6.5M |
| 5 |
iShares Silver Trust
SLV
|
+$6.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$16.5M |
| 2 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$8.17M |
| 3 |
State Street SPDR S&P Metals & Mining ETF
XME
|
+$6.98M |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$6.49M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$6.08M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.11% |
| 2 | Consumer Discretionary | 1.43% |
| 3 | Industrials | 1.18% |
| 4 | Communication Services | 0.99% |
| 5 | Financials | 0.9% |
Similar funds
Lake Hills Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Lake Hills Wealth Management held 69 positions worth $175M, up 21% from $145M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Lake Hills Wealth Management deployed $19M of net new capital in Q2 2025, opening 26 new positions and adding to 14 existing holdings. Its largest new stake was iShares Russell 2000 ETF: 79,743 shares worth $17.2M.
By sector, the portfolio is most concentrated in Technology at 4.1% of assets, up from 2% a quarter earlier, followed by Consumer Discretionary and Industrials.
On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $16.5M trimmed.
- Lake Hills Wealth Management's largest Q2 2025 buy was iShares Russell 2000 ETF: 79,743 shares worth $17.2M.
- Lake Hills Wealth Management added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $29M increase.
- Lake Hills Wealth Management's biggest Q2 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $16.5M.
- Lake Hills Wealth Management fully exited State Street Energy Select Sector SPDR ETF in Q2 2025, selling an estimated $8.17M.
- Lake Hills Wealth Management's ten largest holdings make up 72% of its $175M portfolio in Q2 2025.
- Lake Hills Wealth Management opened 26 new positions and closed 16 in Q2 2025.
- Lake Hills Wealth Management's portfolio value rose 21% quarter-over-quarter to $175M.
Based on Lake Hills Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.